Associate Financial Advisor - SouthState Bank

Location: Ocala, Florida, United States

Salary: $60,000–$120,000 per year, plus sales incentive compensation

Company

hirify.global partners with SouthState Bank to provide investment and financial services to bank clients; employment is with SouthState Bank, while hirify.global holds the required securities and insurance licenses.

What you will do

• Build and grow a client base through SouthState Bank's referral system and community presence.
• Identify new clients within the bank's existing client base.
• Develop personalized investment and insurance solutions for clients and families.
• Support clients through different stages of their financial lives.
• Use LPL's technology, customized services, and investment products from third-party sponsors.

Requirements

• Series 7 and Series 66 licenses required; Series 63/65 accepted as applicable.
• Insurance license required.
• At least three years of investment sales experience.
• Employment is with SouthState Bank in Ocala, Florida.

Culture & Benefits

• Access to proprietary technology and customized support services.
• Open architecture platform with thousands of investment products from third-party sponsors.
• Access to firm-wide resources and expertise for creating client solutions.
• Freedom to recommend solutions aligned with individual client goals.
• Opportunity to develop a financial advisory business using the bank's client relationships and community standing.